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Clearstead Advisors’s Kadant KAI Stock Holding History

Clearstead Advisors’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91K Buy
+22
New +$6.85K ﹤0.01% 2103
2026
Q1 		– Sell
-4
Closed -$1.14K – 2566
2025
Q4 		$1.14K Sell
4
-33
-89% -$9.38K ﹤0.01% 2213
2025
Q3 		$11K Sell
37
-70
-65% -$22.8K ﹤0.01% 1900
2025
Q2 		$34K Buy
+107
New +$33.5K ﹤0.01% 1413

Other funds holding KAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clearstead Advisors's KAI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Kadant (KAI) in Q2 2026: 22 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #2103 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KAI as recently as Q4 2025.

Clearstead Advisors first reported a position in KAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $34K in Q2 2025. 144 funds tracked by Wall St. Rank hold KAI as of Q2 2026.

  • Clearstead Advisors held 22 shares of Kadant worth $6.91K as of Q2 2026.
  • Kadant was a new Clearstead Advisors position in Q2 2026.
  • Kadant made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2103 holding.
  • Clearstead Advisors first reported a position in Kadant in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Kadant position peaked at $34K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Kadant as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.